Associate Adviser - PY - UHNW Clients

About the business
 
Our clients are a specialist wholesale advice firm, focused on delivering sophisticated, personalised wealth management solutions to high-net-worth individuals, family offices, and business owners.

You must be ready to start your PY so the ideal candidate must meet educational requirements. 

The ideal candidate will have experience working with UHNW family groups and sophisticated wholesale advice. 

About the role
Your responsibilities will include:

• Building relationships to support the advisers in delivering financial advice to clients
• Implementation of Statement of Advice and Record of Advice
• Utilise Excel to manipulate data, produce reports and create new reports
• Working with clients and institutions to gather information and implement recommendations
• Assisting with client investment reporting
• Lodgement of ad hoc forms, applications and paperwork

Skills and experience

• 12 months experience working with UHNW clients and wholesale advice
• Bachelor's degree or related degree to grow into an Adviser
• Excellent communication skills – you must be comfortable speaking to clients & colleagues
• Must have strong experience with Excel; ability to manipulate data, produce reports and create new reports
• Strong organisational and administrative skills

Benefits and perks

• Opportunity to start your Professional Year
• Strong focus on training, support and personal/professional development
• Direct contact with clients and professional network
• Performance-related bonus structure

Please apply if you have the relevant experience or email [email protected] your resume for a confidential conversation.